See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,312 | $97,757-3.5% | $83,848+12.5% | $135,375-30.3% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -3.78% | 1287.37%-1291.1pp | 850.88%-854.7pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,582 | $4,222-62.5% | $3,631-56.4% | $4,779-66.9% |
| Participant deferral / active EE | $3,049 | $4,682-34.9% | $4,082-25.3% | $5,609-45.6% |
| Admin fee / account holder | $12,598 | $6,674+88.8% | $5,478+130.0% | $10,827+16.4% |